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Consulting & Strategy

Consulting & Strategy

Salesforce strategy before the spend

Salesforce strategy before the spend

Salesforce strategy before the spend

We map the decisions and processes Salesforce serves, then design the roadmap, architecture, and licensing to get you there. Build what the business needs, not what a demo suggested.

Book a strategy consultation

Trust Signals

01

Proven Salesforce expertise.

Decades of enterprise delivery experience, backed by certified Salesforce professionals and a global delivery footprint.

3+

3+

3+

3+

Years of Enterprise Delivery

Decades of Sedin enterprise delivery experience.

0+

0+

0+

0+

Years of Salesforce Focus

Dedicated Salesforce expertise and ISV partnership.

10+

10+

10+

10+

Certified Consultants

Certified Salesforce professionals across disciplines.

10+

10+

10+

10+

Clients · 90% Referenceable

Businesses served across industries and use cases.

2+

2+

2+

2+

Global Reach

Delivery experience spanning 25+ countries.

THE CONTEXT

Salesforce can do almost anything, which is exactly the problem. Teams buy licenses, replicate old processes, and wonder why adoption stays low while costs rise. The platform was never a constraint. It’s knowing what Salesforce should do for the business, which clouds and editions fit, and what to build first. That decision is what consulting and strategy deliver, and getting it right is the difference between a CRM that compounds value and one that quietly becomes shelfware.

WHO THIS IS FOR

02

See where you fit.

First-Time Buyers

  • About to buy Salesforce

  • Want to avoid false starts

  • Need it scoped first

Existing Users

  • Org has grown messy or slow

  • Adoption has quietly slipped

  • Unsure to optimize or rebuild

Business Leaders

  • Need investment approval

  • Want a costed, phased case

  • Metrics to justify the spend

Growing Businesses

  • Scaling fast, adding teams

  • New regions or processes

  • Need Salesforce to keep pace

WHAT'S INCLUDED

03

Everything you need to make Salesforce work.

From strategy and configuration to integrations, automation, data, and adoption, we cover what it takes to deliver lasting value.

CRM assessment and health check

We evaluate your CRM, data quality, automation to determine whether you need targeted optimization or a complete rebuild.

Process and requirements mapping

We document how your teams sell, serve, and report, then separate what should carry over from what should be left behind.

Solution architecture

The right clouds, editions, and licenses for your needs, sized so you are neither overpaying nor boxed in as you grow. 

Roadmap and sequencing

A phased plan with quick wins early and the heavier build scheduled where it will land, so momentum and budget hold.

Business case and ROI model

The cost, the expected return, and the metrics to measure it, packaged so it gets funded.

Org design and governance

A structure, naming, and ownership model that keeps the org clean as more teams come on.

Change and adoption plan

How we will bring your people with us, because the best-architected org still fails if nobody uses it.

HOW WE WORK

04

A practical path from strategy to success.

A practical path from strategy to success.

STEP

01

Discovery

We interview the people who live in the process and review your current systems and data.

02

Assessment

We score where you are today across platforms, process, data, and adoption.

03

Design

We produce the target architecture, cloud and licensing recommendations, and governance model.

04

Roadmap

We sequence the work into phases with a business case for each.

05

Handover or delivery

You can run the roadmap yourself, or we can carry it straight into implementation, because we can build what we recommend.

WHY SEDCLOUD

05

Salesforce expertise with an outcome-first approach.

We combine deep platform knowledge, integration expertise, and innovation to build Salesforce solutions that scale with your business.

Integrator

We unify disconnected systems, legacy tools, and siloed data into a stable CRM and ERP foundation. Every team, one source of truth.

Accelerator

Deep platform expertise, proven methodology, and end-to-end project ownership mean you go live faster — and stay live.

Innovator

We embed intelligence into your CRM and ERP through AI, automation, and advanced analytics so your systems drive decisions, not just store data.

CASE STUDIES

06

What our clients say

  • "We've successfully partnered with Sedin since December 2021. Their Salesforce team is very professional with excellent technical skills and a focus on the outcome"

    Ruchir Desai

    BSA Limited

  • "Sedin's Salesforce team has made a huge difference in our productivity and stability. We were quite impressed with their technical prowess, professionalism, and outstanding communication"

    Steve Soto

    CTO, Aroma360

"We've successfully partnered with Sedin since December 2021. Their Salesforce team is very professional with excellent technical skills and a focus on the outcome"

Ruchir Desai

BSA Limited

"Sedin's Salesforce team has made a huge difference in our productivity and stability. We were quite impressed with their technical prowess, professionalism, and outstanding communication"

Steve Soto

CTO, Aroma360

INDUSTRIES WE SERVE

07

The Sedin Advantage

Sedin is your end-to-end technology partner. We help you minimize complexity and move from fragmented systems to functional clarity.

Financial Services

Deliver personalized client experiences, automate onboarding and compliance workflows, and strengthen customer relationships with Salesforce.

Financial Services

Legal Technology

Centralize client communications, streamline case-related workflows, and improve collaboration with a unified Salesforce platform.

Legal Technology

Consumer Products & Retail

Connect sales, marketing, and customer service to deliver personalized shopping experiences, drive loyalty, and grow revenue.

Consumer Products & Retail

Field Services

Schedule technicians efficiently, optimize field operations, and provide real-time service updates with Salesforce Field Service.

Field Services

Manufacturing & Distribution

Unify sales, partner management, and customer support to improve forecasting, streamline operations, and strengthen distributor relationships.

Manufacturing & Distribution

Professional Services

Manage leads, clients, projects, and service delivery in one place to improve utilization, collaboration, and client satisfaction.

Professional Services

Healthcare & Life Sciences

Enhance patient and provider engagement, manage care journeys securely, and improve operational efficiency with Salesforce.

Healthcare & Life Sciences

SaaS & Technology

Accelerate sales cycles, automate customer onboarding, and drive retention with connected sales, service, and customer success processes.

SaaS & Technology

  • Financial Services

    Deliver personalized client experiences, automate onboarding and compliance workflows, and strengthen customer relationships with Salesforce.

  • Legal Technology

    Centralize client communications, streamline case-related workflows, and improve collaboration with a unified Salesforce platform.

  • Consumer Products & Retail

    Connect sales, marketing, and customer service to deliver personalized shopping experiences, drive loyalty, and grow revenue.

  • Field Services

    Schedule technicians efficiently, optimize field operations, and provide real-time service updates with Salesforce Field Service.

  • Manufacturing & Distribution

    Unify sales, partner management, and customer support to improve forecasting, streamline operations, and strengthen distributor relationships.

  • Healthcare & Life Sciences

    Enhance patient and provider engagement, manage care journeys securely, and improve operational efficiency with Salesforce.

  • Professional Services

    Manage leads, clients, projects, and service delivery in one place to improve utilization, collaboration, and client satisfaction.

  • SaaS & Technology

    Accelerate sales cycles, automate customer onboarding, and drive retention with connected sales, service, and customer success processes.

  • Financial Services

    Deliver personalized client experiences, automate onboarding and compliance workflows, and strengthen customer relationships with Salesforce.

  • Legal Technology

    Centralize client communications, streamline case-related workflows, and improve collaboration with a unified Salesforce platform.

  • Consumer Products & Retail

    Connect sales, marketing, and customer service to deliver personalized shopping experiences, drive loyalty, and grow revenue.

  • Field Services

    Schedule technicians efficiently, optimize field operations, and provide real-time service updates with Salesforce Field Service.

  • Manufacturing & Distribution

    Unify sales, partner management, and customer support to improve forecasting, streamline operations, and strengthen distributor relationships.

  • Healthcare & Life Sciences

    Enhance patient and provider engagement, manage care journeys securely, and improve operational efficiency with Salesforce.

  • Professional Services

    Manage leads, clients, projects, and service delivery in one place to improve utilization, collaboration, and client satisfaction.

  • SaaS & Technology

    Accelerate sales cycles, automate customer onboarding, and drive retention with connected sales, service, and customer success processes.

FAQ

04

What teams usually want to know first

How do we know if we need a rebuild or just optimization?

What does a consultant do that our admin cannot?

How long is a strategy engagement?

Do we have to use you for the build?

What deliverables do we walk away with?

Speed to value, without boxing you in.

The most expensive Salesforce mistakes happen before implementation, not after. We'll find the fastest path to a Salesforce org that actually works.

Book a strategy consultation

Better the Best.


SedCloud CRM,

A Division of Sedin Technologies 

Better the Best.


SedCloud CRM,

A Division of Sedin Technologies 

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